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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (76275)10/1/2024 9:44:19 PM
From: Paul Senior1 Recommendation

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E_K_S

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Thanks for the oil update. I hold positions in both the companies you mentioned, as part of a barrel of oil/gas companies. My most recent purchases have been small add to small holding of CDDRF (presumably the Clearwater Canada area is a prolific resource) and KOS (small add, small holding), recommended in Barron' s, and has big prospects for gas development in Senegal. My fav position at this time remains Cenovus (CVE), which has many years of heavy oil to develop in Canada. No (or maybe only minimal) exploration costs. CVE mostly held in ira, so dividend there is not taxed by Canada.
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